ICIS blogger Paul Hodges recently interviewed in MoneyWeek ‘How to invest during the Great Unwind’

“His crystal ball works so much better than everyone else's”

“The last time I met with Paul Hodges, chairman of International eChem (IeC) and an expert on the economic impact of demographics, he told me that deflation was coming; that we should all buy more gilts; and that if you held shares in Tesco you should dump them."

He was right on all those things. Last year he sent me a report he wrote saying the oil price was about to plummet. He saw it falling to $50 a barrel in the first half of this year. That, clearly, has happened already."